How to filter my transactions?
Julie avatar
Written by Julie
Updated over a week ago

In the History tab from your Business Account section from your Qonto app, you'll find that you can easily filter transactions by payment method, a range of date, amount, custom labels, their team, existing receipts or invoices, etc.

It is also possible on mobile to filter by “Only me” or “payment method” (cards, transfers, direct debits, checks).

You can add as many criteria as you like, using the "and" / "or" conditions.

E.g.: transactions over €50 "or" updated last week.

You can also create, update and delete custom views that exactly fit your business needs.

Indeed, by clicking on "Add a custom view" from the view list, you will be able to define the name & query of the new view. This new view can be edited at any time. Once the update done, you just have to click on "Save and apply".

Once you're satisfied with your filter selection, you can export up to 10 000 transactions to another software.

Here are a couple of examples of how you can use filters:

Export transactions of a certain period:

If you'd like to export your transactions from last month:

  • You can filter by date and set the values From: to the first day of the month and To: to the last day.

  • Use the Status: Completed to exclude all pending or rejected transactions.

  • Make sure you apply the filters to the export settings.

See all your income or expenses:

To do so, you can filter through amount:

  • To see income sources only: input "0" in MIN. AMOUNT. So that only >0 transactions will be displayed in the results.

  • To see spendings only: input "0" in MAX. AMOUNT to display <0 transactions in the results.

You can then automatically remind employees who have not submitted their receipts by clicking on Request a receipt.

Prepare your accounting

You can speed up your bookkeeping by attaching your receipts to your payments. To quickly identify the transactions with a missing attachment, you need to use the "Missing receipt(s)" filter.

You can also use our default view entitled "To verify" in order to verify that you have the right document, VAT rate, label for all transactions up-front and limit the number of future interactions with your accountant. This view is available from the Smart plan and above

☝️ Good to know: From the Smart plan, the VAT rate is automatically detected when you add a receipt.

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